NetXInvestor Log In

Access Your First Allied Brokerage Accounts Online

We are pleased to provide access to your First Allied brokerage and advisory accounts through Pershing's NetXInvestor^®.  NetXInvestor^® is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.  You can access account details with one-click navigation, enhanced readability, and the ability to quickly access and review information.

Let Us Help Set Up Your Online Access

Please contact us at 877-335-0053 to initiate your NetXInvestor^® profile.  We will ask you for your preferred user name and mother's maiden name to start the process for you.  This will allow us to help you directly with any problems in the initial set up for your online access and any future issues with password lock out.  We will confirm your username and temporary password so that you may begin to use the NetXInvestor^® system by clicking on the link below.

Organize Your Accounts

If we have not already signed you up, you may sign up for SelectLink^® to combine statements for accounts that share the same address, and receive easy-to-read summary page.  This can be done from within the NetXInvestor^® system.